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Jay Allen Wilderman

First Citizens Investor Services, Inc.

Mills River, NC

Brevard, NC

Charlotte, NC

Highlands, NC

Hendersonville, NC

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-10-07
  • NC RA
    APPROVED
    Since 2011-10-07

Branch Locations

101 Cross Road Dr, Mills River, NC 28759 • United States

Pisgah Forest 2260 Asheville Highway, Brevard, NC 28712 • United States

128 S Tryon Street, Charlotte, NC 28202 • United States

615 N Fourth St, Highlands, NC 28741 • United States

539 North Main St., Hendersonville, NC 28792 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens Bank Hendersonville NC 05/2011 01/2020
First Citizens Investor Services Raleigh NC 10/2011 01/2020
First Citizens Investor Services Raleigh NC 01/2020 Present
  • 05/2011 → 01/2020
    First Citizens Bank
    Hendersonville, NC
  • 10/2011 → 01/2020
    First Citizens Investor Services
    Raleigh, NC
  • 01/2020 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-29
S63 Uniform Securities Agent State Law Examination 2008-04-11
  • S65 Uniform Investment Adviser Law Examination
    2009-04-29
  • S63 Uniform Securities Agent State Law Examination
    2008-04-11

View on SEC IAPD

Other Firms

OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MUTUAL ADVISORS, LLC
VERITAS INVESTMENT ADVISORY GROUP LLC

Other Investors

ERIC BRIAN CANNON
BARBARA C. BRIDGES
ANITA JO LYNCH
THOMAS SANDERLIN OWENS
MICHAEL D CLARK
Robyn Haley Pegram
EFREN SANTIAGO VINTIMILLA
Jason M. Kelley

Other Offices

OSAIC INSTITUTIONS, INC. · Henderson, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSONVILLE, NC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Hendersonville, NC
PNC WEALTH MANAGEMENT LLC · HENDERSONVILLE, NC
LPL FINANCIAL LLC · HENDERSONVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hendersonville, NC
MUTUAL ADVISORS, LLC · Hendersonville, NC
VERITAS INVESTMENT ADVISORY GROUP LLC · HENDERSONVILLE, NC

More in Mills River, NC

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